+57.7%
HAS vs EVRG
+19.2%
+38.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.3% | -0.9% |
| 7D | +1.4% | +1.4% | 0.0% | +1.0% |
| 30D | +26.3% | +7.4% | +18.9% | +23.9% |
| 3M | +25.6% | +7.2% | +18.4% | +23.3% |
| 6M | +30.3% | +9.5% | +20.8% | +27.1% |
| YTD | +50.4% | +25.6% | +24.8% | +43.2% |
| 1Y | +57.7% | +20.4% | +37.4% | +50.7% |
| All | +57.7% | +19.2% | +38.5% | +50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded EVRG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling